Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) | 5.88% | 6.74% | 7.65% | 5.06% | NA | NA | NA | 5.11% |
Data as of 07/16/2025, AR inception is 05/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) | 05/27/2016 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 6.74 | 7.65 | 5.06 | NA | NA | NA | 5.11 | 5.88 | 6.84 | 8.59 | -11.21 | 4.04 | 12.92 | 16.84 | -8.93 | 11.82 | 2.77 |
| Sharpe Ratio | NA | 0.60 | 0.61 | 0.44 | NA | NA | NA | 0.41 | 0.93 | 0.60 | 0.83 | -1.37 | 0.79 | 0.75 | 2.67 | -1.09 | 2.33 | 0.64 |
| Standard Deviation(%) | NA | 8.24 | 7.25 | 7.26 | NA | NA | NA | 8.69 | 10.02 | 5.39 | 5.97 | 9.28 | 5.06 | 16.82 | 5.75 | 9.48 | 4.82 | 7.00 |
| Draw Down(%) | NA | 8.81 | 8.81 | 16.05 | NA | NA | NA | 24.47 | 8.50 | 3.02 | 6.47 | 15.32 | 3.54 | 24.47 | 2.40 | 15.33 | 1.86 | 3.66 |
| Yield(%) | 0.00 | 1.64 | 2.16 | 3.93 | 3.61 | 2.41 | 1.81 | 4.02 | 0.00 | 1.74 | 3.00 | 1.45 | 11.66 | 0.79 | 1.32 | 5.80 | 7.12 | 0.77 |
Data as of 07/16/2025, AR inception is 05/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) |
-0.66%
Jan 2021 - Jan 2024 |
1.82%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFTX (EValuator Tactically Managed RMS Inv) |
11.13%
Dec 2018 - Dec 2021 |
7.16%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart